HIIFS
AVLR

Harel Insurance Investments & Financial Services’s Avalara, Inc. AVLR Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio AVLR Stock Details AVLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-334
Closed -$31K – 778
2022
Q3 		$31K Sell
334
-17
-5% -$1.52K ﹤0.01% 554
2022
Q2 		$25K Sell
351
-159
-31% -$13.1K ﹤0.01% 620
2022
Q1 		$51K Sell
510
-475
-48% -$48.1K ﹤0.01% 512
2021
Q4 		$131K Sell
985
-201
-17% -$31.4K ﹤0.01% 470
2021
Q3 		$207K Buy
1,186
+22
+2% +$3.78K 0.01% 366
2021
Q2 		$188K Sell
1,164
-3,020
-72% -$421K ﹤0.01% 596
2021
Q1 		$1.37M Buy
4,184
+2,049
+96% +$316K 0.03% 305
2020
Q4 		$352K Buy
2,135
+214
+11% +$34.2K 0.01% 413
2020
Q3 		$252K Sell
1,921
-179
-9% -$22.7K 0.01% 273
2020
Q2 		$279K Buy
+2,100
New +$206K 0.01% 205

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AVLR Position: Q4 2022 in Review

Harel Insurance Investments & Financial Services sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 334 shares — an estimated $31K sold.

Harel Insurance Investments & Financial Services first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $1.37M in Q1 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Harel Insurance Investments & Financial Services reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 334 Avalara, Inc. shares in Q4 2022, an estimated $31K.
  • Harel Insurance Investments & Financial Services first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
  • Harel Insurance Investments & Financial Services's Avalara, Inc. position peaked at $1.37M in Q1 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2022, filed 26 Jan 2023.